David Wheeler Newman completes his explanation of the application of the Uniform Prudent Management of Institutional Funds Act(UPMIFA). In this second part, he discusses the selection of an agent and the monitoring and supervision of that agent.

In support of the Improving Financial Awareness & Financial Literacy Movement & Campaign built around National Financial Literacy Month (April) and six months later during National Estate Planning Awareness Week (3rd week in October) the following...

There are more than 1 million nonprofits in the United States, and more than 70% of these entities receive annual support of less than $200,000. Philanthropic advisors play an important role in guiding these volunteer-driven nonprofits in the performance of...

While a pet may be put into a trust, its human owner may not be. Nor under traditional principles of property and trust law may the corpse of a deceased human being be made the subject of a trust. Charles E. Rounds, Jr., co-author of Loring and Rounds: A Trustee...